Filed: 11/14/2025ACC: 0001420506-25-003288
📋 What this filing means
BENCHSTONE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $733.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$733.27M
Total AUM (reported)
7.22M
Total Shares
Allocation by class
COM$454.56M62.0%
SHS$71.48M9.7%
CL A$61.83M8.4%
COM LBTY ONE S C$49.87M6.8%
SPONSORED ADS$27.25M3.7%
COM SER C$20.33M2.8%
COM SER A$20.05M2.7%
Portfolio Concentration
Top 3$159.96M21.8%
4–10$282.77M38.6%
11–25$285.05M38.9%
Rest$5.49M0.7%
Top 3 weight
21.8%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 7.22M
Sole
Full voting authority
7.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
MICROSOFT CORP
SOLEShares111.11K
TypeSH
Market value$57.55M
7.85%
Sole
111.11K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDG L
SOLEShares2.13M
TypeSH
Market value$52.54M
7.17%
Sole
2.13M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares477.43K
TypeSH
Market value$49.87M
6.80%
Sole
477.43K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares163.35K
TypeSH
Market value$49.64M
6.77%
Sole
163.35K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares64.04K
TypeSH
Market value$47.03M
6.41%
Sole
64.04K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares104.69K
TypeSH
Market value$42.42M
5.78%
Sole
104.69K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares260.38K
TypeSH
Market value$39.68M
5.41%
Sole
260.38K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares40.71K
TypeSH
Market value$37.47M
5.11%
Sole
40.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares185.41K
TypeSH
Market value$34.59M
4.72%
Sole
185.41K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares96.82K
TypeSH
Market value$31.94M
4.36%
Sole
96.82K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares155.64K
TypeSH
Market value$29.93M
4.08%
Sole
155.64K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares97.58K
TypeSH
Market value$27.25M
3.72%
Sole
97.58K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares112.04K
TypeSH
Market value$24.60M
3.35%
Sole
112.04K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares933.91K
TypeSH
Market value$22.94M
3.13%
Sole
933.91K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares77.06K
TypeSH
Market value$21.67M
2.96%
Sole
77.06K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares319.91K
TypeSH
Market value$20.33M
2.77%
Sole
319.91K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares1.03M
TypeSH
Market value$20.05M
2.73%
Sole
1.03M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares97.79K
TypeSH
Market value$18.94M
2.58%
Sole
97.79K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares84.25K
TypeSH
Market value$17.25M
2.35%
Sole
84.25K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares238.33K
TypeSH
Market value$17.23M
2.35%
Sole
238.33K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares67.51K
TypeSH
Market value$16.00M
2.18%
Sole
67.51K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares92.69K
TypeSH
Market value$14.80M
2.02%
Sole
92.69K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares27.04K
TypeSH
Market value$13.34M
1.82%
Sole
27.04K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares47.28K
TypeSH
Market value$10.66M
1.45%
Sole
47.28K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares8.38K
TypeSH
Market value$10.05M
1.37%
Sole
8.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 111.11K | SH | $57.55M 7.85% | 111.11K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDG LSOLE | SHS | 2.13M | SH | $52.54M 7.17% | 2.13M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 477.43K | SH | $49.87M 6.80% | 477.43K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 163.35K | SH | $49.64M 6.77% | 163.35K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 64.04K | SH | $47.03M 6.41% | 64.04K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 104.69K | SH | $42.42M 5.78% | 104.69K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 260.38K | SH | $39.68M 5.41% | 260.38K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 40.71K | SH | $37.47M 5.11% | 40.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 185.41K | SH | $34.59M 4.72% | 185.41K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 96.82K | SH | $31.94M 4.36% | 96.82K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 155.64K | SH | $29.93M 4.08% | 155.64K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 97.58K | SH | $27.25M 3.72% | 97.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 112.04K | SH | $24.60M 3.35% | 112.04K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 933.91K | SH | $22.94M 3.13% | 933.91K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 77.06K | SH | $21.67M 2.96% | 77.06K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 319.91K | SH | $20.33M 2.77% | 319.91K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 1.03M | SH | $20.05M 2.73% | 1.03M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 97.79K | SH | $18.94M 2.58% | 97.79K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 84.25K | SH | $17.25M 2.35% | 84.25K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 238.33K | SH | $17.23M 2.35% | 238.33K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 67.51K | SH | $16.00M 2.18% | 67.51K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 92.69K | SH | $14.80M 2.02% | 92.69K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 27.04K | SH | $13.34M 1.82% | 27.04K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 47.28K | SH | $10.66M 1.45% | 47.28K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 8.38K | SH | $10.05M 1.37% | 8.38K | 0.00 | 0.00 |
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